Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

SecurityVOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
InstitutionSYM FINANCIAL Corp
Latest Disclosed Ownership567,194 shares
Latest Disclosed Value $ 104,522,424
SYM FINANCIAL Corp reports 1.44% increase in ownership of VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF

On May 8, 2026 - SYM FINANCIAL Corp filed a 13F-HR form disclosing ownership of 567,194 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF (US:VOE) valued at $104,522,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 559,120 shares of Vanguard Index Funds - Vanguard Mid-Cap Value ETF. This represents a change in shares of 1.44% during the quarter. The current value of the position is $110,818,364 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 567,194 8,074 1.44 104,522 5.40 10.4433
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 559,120 11,612 2.12 99,171 3.75 10.1885
2025-11-03 2025-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 547,508 19,089 3.61 95,584 9.99 10.2260
2025-08-01 2025-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 528,419 8,640 1.66 86,904 4.14 9.7266
2025-05-06 2025-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 519,779 10,990 2.16 83,445 1.38 10.2809
2025-01-24 2024-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 508,789 -39 -0.01 82,307 -3.53 10.6401
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 508,828 1,381 0.27 85,315 11.76 11.4172
2024-08-08 2024-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 507,447 15,377 3.12 76,335 -0.50 12.1696
2024-05-06 2024-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 492,070 16,250 3.42 76,719 11.19 12.6577
2024-02-06 2023-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 475,820 14,114 3.06 68,999 14.11 11.1701
2023-10-27 2023-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 461,706 9,503 2.10 60,465 -3.37 10.7315
2023-08-02 2023-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 452,203 17,361 3.99 62,576 7.33 12.6832
2023-05-02 2023-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 434,842 23,437 5.70 58,299 4.78 12.8645
2023-01-19 2022-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 411,405 411,405 55,638 13.2281
2022-10-28 2022-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -4 -100.00 0 -100.00
2022-07-19 2022-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4 -111 -96.52 1 -94.12 0.0005
2022-04-22 2022-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 115 4 3.60 17 0.00 0.0073
2022-02-03 2021-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 111 0 0.00 17 13.33 0.0066
2021-10-15 2021-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 111 0 0.00 15 -6.25 0.0088
2021-07-20 2021-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 111 111 16 0.0091
2021-04-19 2021-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -53 -100.00 0 -100.00
2021-01-26 2020-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 53 0 0.00 6 20.00 0.0044
2020-10-13 2020-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 53 53 0.00 5 -16.67 0.0037
2019-11-04 2019-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -67 -100.00 0 -100.00
2019-07-29 2019-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 67 67 7 0.0045
2019-05-14 2019-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 0 -36 -100.00 0 -100.00
2019-02-13 2018-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36 0 0.00 3 -25.00 0.0012
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36 0 0.00 4 0.00 0.0022
2018-08-13 2018-06-30 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36 0 0.00 4 0.00 0.0024
2018-05-15 2018-03-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 36 27 300.00 4 300.00 0.0024
2018-02-14 2017-12-31 13F VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9 9 1 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.